2024-11-13T10:32:59-06:00 2023-12-31 390758449 WIPFLI LLP 1502 LONDON ROAD SUITE 200 DULUTH MN 55812 990 2023-01-01 391772651 INCOURAGE COMMUNITY FOUNDATION INC INCO 7154233863 478 E GRAND AVENUE 200 WISCONSIN RAPIDS WI 54494 BETSY WOOD MANAGING DIRECTOR 7154233863 2024-11-07 1 1 JESSICA NATUS P01799381 7158453111 2024-11-07 2023 2024-10-15 13:58:12Z BETSY WOOD 478 E GRAND AVENUE 200 WISCONSIN RAPIDS WI 54494 8440139 0 X WWW.INCOURAGECF.ORG X 1993 WI GUIDED BY VALUES OF EQUITY, OPPORTUNITY AND SHARED STEWARDSHIP, INCOURAGE PARTNERS WITH RESIDENTS, BUSINESSES, AND CIVIC LEADERS IN RURAL CENTRAL WISCONSIN TO CO-CREATE AN INCLUSIVE, ADAPTIVE AND SUSTAINABLE COMMUNITY THAT WORKS WELL FOR ALL PEOPLE. INCOURAGE IS A VALUES-LED, USER-CENTERED, PLACE-BASED PHILANTHROPIC AND COMMUNITY BUILDING ORGANIZATION THAT PROMOTES COMMUNITY-LED PHILANTHROPY IN FURTHERANCE OF BUILDING COMMUNITY. 4 4 7 73 2992 1793 406454 659093 300 275 964110 1412958 1101 225 1371965 2072551 914409 1006334 0 0 225652 216384 0 0 24185 271098 315733 1411159 1538451 -39194 534100 28763253 32177866 1641534 1636246 27121719 30541620 X FOUNDED AS A TRADITIONAL COMMUNITY FOUNDATION IN 1993, INCOURAGE EVOLVED INTO AN ENTREPRENEURIAL NONPROFIT, DEDICATED TO AND LED BY THE PEOPLE OF CENTRAL WISCONSIN. OVER THREE DECADES, INCOURAGE HAS ADAPTED ITS WORK TO MEET THE CHANGING AND COMPLEX NEEDS OF A REGION RECOVERING FROM SIGNIFICANT DISINVESTMENT. TODAY, INCOURAGE PLAYS MANY ROLES IN COMMUNITY BUILDING: STEWARD, ADVOCATE, CONVENER, MODERATOR, TRAINER, RESEARCHER, GRANT-MAKER, INVESTOR, AND FUNDRAISER. INCOURAGE OPERATES FROM A CENTRAL BELIEF THAT PEOPLE ARE ITS MOST IMPORTANT ASSET, AND THAT POSITIVE COMMUNITY CHANGE HAPPENS WHEN SYSTEMATIC BARRIERS TO PARTICIPATION AND ENGAGEMENT ARE ELIMINATED SO THAT EVERY PERSON AND THE COMMUNITY CAN REALIZE THE POWER OF THEIR FULL POTENTIAL. 0 0 1079320 951334 0 STRATEGIC PHILANTHROPY: INCOURAGE PROMOTES COLLECTIVE AND STRATEGIC PHILANTHROPY PRINCIPALLY IN THE SOUTH WOOD COUNTY AREA IN CENTRAL WISCONSIN. THIS RURAL AREA INCLUDES TEN MUNICIPALITIES LOCATED IN PARTS OF WOOD AND ADAMS COUNTIES, WITH A COMBINED POPULATION OF ABOUT 45,000. IN 2023, 240 GRANTS WERE APPROVED (EXCLUDING AGENCY GRANTS SUBJECT TO FAS 136) BENEFITING 94 NONPROFIT ORGANIZATIONS. ALSO IN 2023, 175 SCHOLARSHIPS WERE AWARDED FOR CONTINUED EDUCATION, TOTALING $196,500 AND BENEFITING 104 RECIPIENTS. SINCE 2017, MOST OF INCOURAGE'S SCHOLARSHIP AWARDS, RATHER THAN BEING FULLY ADMINISTERED AND PAID INTERNALLY BY INCOURAGE, ARE INSTEAD ADMINISTERED IN-PART THROUGH INTERNATIONAL SCHOLARSHIP AND TUITION SERVICES (ISTS), A THIRD-PARTY SCHOLARSHIP ADMINISTRATOR. AS A RESULT, OF THE 2023 SCHOLARSHIPS, $194,000 IS REFLECTED AS A GRANT TO INTERNATIONAL SCHOLARSHIP AND TUITION SERVICES ON SCHEDULE I.IN ADDITION TO MANY FUNDS DESIGNATED TOWARD SPECIFIED NONPROFIT ORGANIZATIONS, SOME EXAMPLES OF COMMUNITY PHILANTHROPIC ACTIVITIES THAT BENEFIT FROM INCOURAGE FUNDS DESIGNATED TOWARD THE ACTIVITY ARE: AN ADULT DRUG TREATMENT COURT, A VETERAN'S MEMORIAL, A COMMUNITY CHOIR, A CITY BAND, A GROTTO, FREE ZOO PROGRAMS, A HANDICAP ACCESSIBLE PLAYGROUND, AND VARIOUS COMMUNITY CAPITAL CAMPAIGNS (I.E. A SHORT TRACK RACING MEMORIAL). INCOURAGE "WHAT IF AND "BRIDGE" GRANTS PROVIDE SUPPORT FROM UNRESTRICTED FUNDS. SOME EXAMPLES OF COMMUNITY INITIATED PHILANTHROPIC IDEAS AND ACTIVITIES SUPPORTED IN 2023 ARE: SUPPORTING TRANSPORTATION FOR LOCAL YOUTH TO ATTEND 4-H SUMMER CAMPS, SUPPORTING THE HMONG WOOD COUNTY ANNIVERSARY BANQUET, PURCHASING SIGNS FOR THE COMMUNITY FUNDRAISING RESOURCE CENTER, SUPPORTING FINANCIAL LITERACY IN AREA SCHOOLS INCLUDING A "MAKING A CHANGE" CHALLENGE, COVERING PRINTING COSTS FOR THE 2023 HELP GUIDE FOR SWC, A MATCHING GRANT IN SUPPORT OF A FREE COMMUNITY MUSIC FESTIVAL, SUPPORTING A SCHOOL ORCHESTRA PROGRAM IN PURCHASING INSTRUMENTS, FUNDING S.T.E.A.M. KITS FOR A DAYCARE, SUPPORTING A LOCAL ENTREPRENEURIAL PITCH COMPETITION, START-UP FUNDING FOR A YOUTH SYMPHONY ORCHESTRA PROGRAM, SUPPORTING JUNIOR ACHIEVEMENT K-12 PROGRAMMING, FUNDING FLAGS FOR THE FALLEN AT LOCAL CEMETERIES, A MATCHING GRANT FOR A LOCAL SHELTER FOR NEEDED IMPROVEMENTS, START-UP FUNDING FOR A NONPROFIT THRIFT STORE, EMERGENCY FUNDING FOR A LOCAL DOMESTIC ABUSE SHELTER FOR CRITICAL EQUIPMENT, PARTLY FUNDING A SMALL LOCAL THEATRE'S COMMUNICATION EQUIPMENT, SUPPORTING EDUCATION AND WELLNESS FOR YOUTH RESIDING AT A LOCAL GROUP HOME, FUNDING FOOD VOUCHERS FOR AREA LOW-INCOME FAMILIES TO PURCHASE FOOD FROM LOCAL HMONG BUSINESSES, AND SUPPORTING A PARTICIPATORY PUBLIC ART MURAL TO PROMOTE HEALING WITHIN LOCAL YOUTH JUSTICE PARTICIPANTS. INCOURAGE'S GRANTMAKING STRATEGIES ARE ALIGNED WITH THE MISSION AND VALUES DRIVEN PROGRAMS ALSO NOTED IN PART III LINES 1, 4B AND 4C.THE CONNECTEDNESS AND INTEGRATION OF A VARIETY OF GRANTS, PROGRAMS AND INITIATIVES ALLOWS FOR A "COMMUNITY SPECIFIC" FRAMEWORK THROUGH WHICH COLLECTIVE RESOURCES CAN ACHIEVE GREATER IMPACT IN THE FORM OF SYSTEMS CHANGE AND COMMUNITY INVOLVEMENT. 177575 55000 0 ALIGNMENT OF COMMUNITY CAPITALS: RECOGNIZING THAT GRANTS ALONE CANNOT SUPPORT THE NEEDS OF AN INNOVATIVE, EMERGING ECONOMY, INCOURAGE HAS COMMITTED TO ALIGN AND LEVERAGE ALL OF ITS CAPITALS, INCLUDING MORAL, HUMAN, SOCIAL, INTELLECTUAL, REPUTATIONAL, NATURAL, AND FINANCIAL, TO ADVANCE ITS MISSION. INCOURAGE OPERATES WITH A STRATEGY THAT EMBRACES INTENTIONAL FURTHER DEVELOPMENT AND DEPLOYMENT OF VALUES-ALIGNED, PLACE-BASED INVESTMENTS OF ITS FINANCIAL ASSETS, SOMETIMES REFERRED TO AS MISSION, IMPACT, OR COMMUNITY INVESTING. CURRENT MISSION ALIGNED INVESTMENTS INCLUDE INSURED DEPOSITS IN LOCAL BANKS AND CREDIT UNIONS, AND FIXED INCOME INVESTMENTS IN REGIONAL HIGH-PERFORMING COMMUNITY DEVELOPMENT FINANCIAL INSTITUTIONS (CDFI'S) THAT PROVIDE FINANCING TO REGIONAL BUSINESSES, HEALTH AND HUMAN SERVICES ORGANIZATIONS, AND AFFORDABLE HOUSING. STARTING IN 2017, INCOURAGE DEVELOPED AND LAUNCHED A PASSIVE EQUITY INDEX FUND CALLED THE WISCONSIN SHARED STEWARDSHIP EQUITIES FUND ("WSSEF"). IT INCLUDES A CUSTOMIZED PORTFOLIO OF PUBLICLY TRADED COMPANIES THAT TILTS TOWARD COMPANIES THAT ARE BASED IN, OR EMPLOY PEOPLE IN, WISCONSIN. IN ADDITION, THE WSSEF ALLOWS FOR PROXY VOTING AND SHAREHOLDER DIALOGUE TO ENCOURAGE RESPONSIBLE PRACTICES AND BUSINESS GROWTH IN WISCONSIN. STARTING IN 2018, INCOURAGE, ALONG WITH FIVE OTHER FOUNDATIONS, FOUNDED THE WISCONSIN IMPACT INVESTING COLLABORATIVE, AN EFFORT TO HELP A WIDE VARIETY OF INVESTORS LEARN ABOUT AND JOIN WITH OTHERS IN INVESTING IN INCLUSIVE, VIBRANT, AND ENVIRONMENTALLY SUSTAINABLE COMMUNITIES THROUGHOUT WISCONSIN'S URBAN, RURAL AND TRIBAL AREAS. LEARN MORE ABOUT THE COLLABORATIVE AT WWW.WI3C.ORG AND AT WIPHILANTHROPY.ORG/IMPACT-INVESTING/.TRIBUNE BUILDING - AN ECONOMIC AND COMMUNITY HUB FOR SOUTHERN WOOD COUNTY AND CENTRAL WISCONSIN: INCOURAGE'S COMMITMENT TO PLACE-BASED INVESTING AND USER-CENTERED DECISION MAKING FOR SOUTHERN WOOD COUNTY'S FUTURE IS SYMBOLIZED BY THE CONTINUING REDEVELOPMENT OF THE FORMER DAILY TRIBUNE NEWSPAPER AND WFHR RADIO BUILDING, WHICH INCOURAGE PURCHASED THROUGH ITS SUPPORTING ORGANIZATION, COMMUNITY PROPERTY, INC., IN DECEMBER OF 2012. FROM THE BEGINNING, THE TRIBUNE BUILDING (THE "TRIBUNE"), A HISTORIC LOCAL MID-CENTURY PROPERTY LOCATED ON THE BANKS OF THE WISCONSIN RIVER IN DOWNTOWN WISCONSIN RAPIDS, WISCONSIN, HAS BEEN ABOUT MUCH MORE THAN REDEVELOPING A BUILDING. IT IS A DEMONSTRATION OF A USER-CENTERED PROCESS TOWARD REALIZING INCOURAGE'S VISION OF PARTNERING WITH RESIDENTS, BUSINESSES, AND CIVIC LEADERS IN RURAL CENTRAL WISCONSIN TO CO-CREATE AN INCLUSIVE, ADAPTIVE, AND SUSTAINABLE COMMUNITY THAT WORKS WELL FOR ALL PEOPLE. THE REDEVELOPED FACILITY WILL BE AN ECONOMIC AND COMMUNITY HUB TO SERVE AS A LABORATORY FOR INNOVATION FOR SOUTHERN WOOD COUNTY AND CENTRAL WISCONSIN WITH A PARTICULAR FOCUS ON THE NEEDS OF RURAL COMMUNITIES. IT WILL SERVE AS A HUB FOR ENTREPRENEURIAL AND SMALL BUSINESS ACTIVITY, A FOCAL POINT OF REGIONAL COLLABORATION AND INNOVATION, AND A DYNAMIC COMMUNITY PLACE FOR WORK, PLAY, AND COMMERCE. INCOURAGE HAS ENGAGED OVER 2,000 RESIDENTS IN THE PLANNING AND DECISION-MAKING PROCESS SO FAR. THE TRIBUNE IS BEING DESIGNED TO REFLECT RESIDENT PRIORITIES AND CAPITALIZE ON COMMUNITY AND REGIONAL ASSETS.AS A RECAP OF THE MULTI-YEAR JOURNEY SO FAR, PHASE ONE IN 2013 AND 2014 CONSISTED OF FOUR PUBLIC MEETINGS WHERE EVERYONE IN THE COMMUNITY WAS INVITED TO SHARE THEIR IDEAS FOR THE FUTURE USE OF THE SPACE, INCLUDING ENCOURAGING RESIDENTS TO SHIFT THEIR THINKING FROM "ME" TO "WE". PHASE TWO IN 2014, CONSISTED OF SEVEN PUBLIC MEETINGS WHEREBY THE COMMUNITY WAS INVITED TO PARTICIPATE IN ACTIVITIES RELATED TO THE POTENTIAL DESIGN AND SUSTAINABILITY OF THE FACILITY. PHASE THREE IN 2015 AND 2016, CONSISTED OF TEN PUBLIC MEETINGS IN WHICH PARTICIPANTS FOCUSED ON DEEPENING RELATIONSHIPS, FURTHER DEFINING POTENTIAL PROGRAMMING WITHIN THE FACILITY, AND DEVELOPING RESIDENT-LED FUNDRAISING OPPORTUNITIES TO HELP REALIZE THE BUILDING. IN 2017 AND 2018 COMMUNITY MEMBERS EXPLORED HOW SIMILAR PROJECTS IN OTHER REGIONS DEVELOPED, AND FUNDRAISING EFFORTS AT THE STATE AND NATIONAL LEVEL EXPANDED. IN 2019, THE STATE OF WISCONSIN DEPARTMENT OF ADMINISTRATION ANNOUNCED A $3 MILLION MATCHING GRANT OPPORTUNITY FOR THE TRIBUNE'S FUTURE RECONSTRUCTION, AND INCOURAGE AND THE UNIVERSITY OF WISCONSIN-STEVENS POINT ANNOUNCED A COLLABORATION TO PROVIDE EXPERTISE FOR SUSTAINABLE ECONOMIC CHANGE IN CENTRAL WISCONSIN. DURING 2020 TO 2022 COLLABORATIONS WITH KEY STAKEHOLDERS IN REGIONAL ECONOMIC TRANSFORMATION AND GROWTH CONTINUED DESPITE THE CHALLENGES PRESENTED BY COVID INTERRUPTIONS TO BUSINESS AS USUAL. A FEASIBILITY STUDY INITIATED IN LATE 2022 AND COMPLETED IN 2023 INCLUDES PROMISING OPPORTUNITIES THAT ARE BEING ACTIVELY PURSUED. A COMPREHENSIVE BUSINESS PLAN IS BEING PREPARED BEGINNING IN EARLY 2024 IN SUPPORT OF REALIZING THE FULL POTENTIAL OF THIS IMPORTANT COMMUNITY ASSET THAT WILL PRIORITIZE END-USE IDEAS THAT WILL CELEBRATE LOCAL ASSETS, CONNECT RESIDENTS, AND ACT AS A CATALYST FOR FUTURE DOWNTOWN DEVELOPMENT. AT ITS CORE, THE TRIBUNE WILL BE A TRUE COMMUNITY SOCIAL ENTERPRISE FOCUSED ON CULTIVATING ENTREPRENEURS AND GROWING A SUSTAINABLE LOCAL ECONOMY. ALSO SEE INCOURAGECF.ORG/LEAD/TRIBUNE-BUILDING, FOR MORE."BELOVED ECONOMIES - TRANSFORMING HOW WE WORK": IN THE FALL OF 2018, BUILDING UPON THE RESIDENT-LED DESIGN PROCESS FOR THE TRIBUNE, INCOURAGE CONVENED THE SUSTAINABLE COMMUNITIES WORKING GROUP, A DIVERSE CIRCLE OF 22 RESIDENTS FROM OUR REGION. IN 2018 AND 2019 THIS GROUP ENGAGED RESIDENTS FROM ACROSS OUR COMMUNITY TO CO-CREATE A "BLUEPRINT" FOR THE SUSTAINABLE COMMUNITY THAT OUR REGION CAN BECOME. INCOURAGE COLLABORATED WITH JOANNA CEA AND JESS RIMINGTON TO HELP DESIGN A PROCESS OF CUTTING-EDGE CO-CREATION. THEIR WORK AND RESEARCH AS VISITING SCHOLARS AT STANFORD UNIVERSITY'S GLOBAL PROJECTS CENTER IS REPRESENTED IN THE STANFORD SOCIAL INNOVATION REVIEW ARTICLE, "CREATING BREAKOUT INNOVATION", WHICH FOCUSED ON COLLABORATIVE PROCESSES FOR COMMUNITY TRANSFORMATION. INCOURAGE FACILITATED A PROCESS THAT PLACED RESIDENTS IN THE DRIVER'S SEAT TO IDENTIFY A SET OF PRACTICES TO REALIZE OUR COMMUNITY'S VISION OF A SUSTAINABLE FUTURE. AT JOANNA AND JESS'S REQUEST, IN 2020 AND 2021 INCOURAGE JOINED A CO-LEARNING TEAM THEY ASSEMBLED TO CONTINUE RESEARCHING AND WRITING "BELOVED ECONOMIES - TRANSFORMING HOW WE WORK", WHICH OFFERS A COMPELLING VISION OF A WORLD IN WHICH THE RELATIONSHIP BETWEEN WORK, THE ENVIRONMENT AND HUMAN FLOURISHING IS ONE OF HARMONY RATHER THAN FRICTION AND INEQUITY. THIS PAPERBACK BOOK, RELEASED IN AUGUST OF 2022, HAS BEEN CO-CREATIVELY SHAPED BY MORE THAN 100 PEOPLE, INCLUDING SEVERAL INCOURAGE STAFF AND VOLUNTEERS, EACH WITH A COMMITMENT TO, AND STRONG PRACTICE OF, CHANGING HOW WE WORK TO EMBRACE POWER-SHARING WAYS THAT DEPART FROM BUSINESS AS USUAL. THE BOOK OFFERS SEVEN SPECIFIC PRACTICES AS A SPRINGBOARD FOR CHANGING HOW WE WORK AND SEVERAL EXAMPLES OF INCOURAGE'S WORK ARE INCLUDED IN SUPPORT OF SHOWING THAT IT'S NOT ONLY WHAT WE DO, BUT HOW WE DO IT THAT CAN BE POWERFUL LEVERS TO MOVE US INTO ECONOMIES THAT ALL OF US CAN LOVE. IN 2023, INCOURAGE PARTICIPATED IN RELATED GROUP CONVENINGS DESIGNED TO MORE DEEPLY DISCUSS AND EXPLORE THE PRACTICES WITH A GROWING CIRCLE INTERESTING IN LEARNING MORE.REALIZING THE POWER OF OUR POTENTIAL IS AT THE HEART OF WHAT INSPIRES INCOURAGE TO KEEP PUSHING THE ENVELOPE OF WHAT IS POSSIBLE IN OUR REGION, AND TO CONTINUE TO EXPLORE WHAT OUR ROLE SHOULD BE AS A COMMUNITY FOUNDATION OPERATING BY AND FOR THE PEOPLE. 72524 0 275 COMMUNITY ENGAGEMENT AND LEADERSHIP: INCOURAGE IS KNOWN NATIONALLY FOR ENCOURAGING, ORGANIZING, DEVELOPING, AND LEADING PROGRAMS AND COMMUNITY INITIATIVES THAT LEVERAGE RESOURCES, BUILD SELF-CONFIDENCE AND A SENSE OF AGENCY AMONG RESIDENTS, AND AIM TO REBUILD AND DIVERSIFY OUR LOCAL ECONOMY. INCOURAGE SUPPORTS BUILDING SOCIAL CAPITAL AND POSITIVE COMMUNITY CHANGE BY PROMOTING RESIDENT ENGAGEMENT, ADAPTIVE LEADERSHIP SKILLS, RELATIONSHIP BUILDING, COLLABORATION, CONVENING, ADVOCACY, PROACTIVE AND UNBIASED RESEARCH, CAPACITY BUILDING, A SHARED LEARNING ENVIRONMENT, AND THE EFFECTIVE EXCHANGE OF RELEVANT INFORMATION IN THE PROCESS. IT HAS A HISTORY OF JOINING WITH LOCAL, REGIONAL, STATE AND NATIONAL FUNDERS AND PARTNERS, IN BOTH THE PUBLIC AND PRIVATE SECTORS, WHO ARE COMMITTED TO PRUDENT AND TRANSPARENT EFFORTS TO TAKE EXISTING AND EMERGING MODELS FURTHER. ALSO SEE INCOURAGECF.ORG/LEAD/NATIONAL-PARTNERS, FOR MORE.AS AN EXAMPLE, IN AN EFFORT TO PROMOTE COMMUNITY PROSPERITY BUILT ON VALUING WORKERS, SUPPORTING LOCAL EMPLOYERS, AND INVESTING IN ECONOMIC GROWTH, BETWEEN 2008 AND 2016 INCOURAGE, AS ONE OF THE FIRST RURAL ORGANIZATIONS NATIONWIDE CHOSEN BY THE NATIONAL FUND FOR WORKFORCE SOLUTIONS, LED A PROJECT INITIATIVE NAMED WORKFORCE CENTRAL THAT PURSUED A DUAL-CUSTOMER, SECTOR-BASED APPROACH FOR ADVANCING WORKERS INTO JOBS WITH FAMILY SUSTAINING WAGES. ENHANCING THE INTEGRATION OF SOCIAL SERVICES AND MOBILIZATION OF COMMUNITY ORGANIZATIONS WAS A CORE ELEMENT OF THIS PHILANTHROPIC-LED STRATEGY. COMMUNITY COLLABORATION EFFORTS HAPPENED BETWEEN GROUPS THAT MAY NOT HAVE TRADITIONALLY WORKED CLOSELY TOGETHER TO SOLVE WORKFORCE ISSUES. SINCE 2016, INCOURAGE WORKED WITH COMMUNITY PARTNERS AND TRANSITIONED THESE PROGRAMS TO PERMANENT HOMES, INCLUDING MID STATE TECHNICAL COLLEGE AND VARIOUS LOCAL MANUFACTURERS. ALSO SEE INCOURAGECF.ORG/LEAD/WORKFORCE-CENTRAL-2, FOR MORE.AS ANOTHER EXAMPLE, STARTING IN 2008, INCOURAGE BEGAN PARTICIPATING IN THE JOHN S. AND JAMES L. KNIGHT FOUNDATION'S COMMUNITY INFORMATION CHALLENGE, FOCUSING ON USER-CENTERED PROCESSES TO CREATE A MORE INFORMED, ENGAGED, AND CONNECTED COMMUNITY. IN 2012 AND AGAIN IN 2017/2018, INCOURAGE SURVEYED APPROXIMATELY 4,000 RESIDENTS TO BETTER UNDERSTAND THEIR CURRENT HOPES AND CONCERNS AND HOW THEIR GOALS AND PERSPECTIVES HAD CHANGED. THE CONVERSATIONS WERE ALSO INFORMED BY RESEARCH INTO LOCAL DATA TO PRODUCE VITAL SIGNS TYPE REPORTS AND THEN TO HOST CRITICAL COMMUNITY CONVERSATIONS FOR INFORMING STRATEGY AND ACTION WITH TIMELY, ACCURATE AND RELEVANT DATA. ALSO SEE INCOURAGECF.ORG/LEARN/VITAL-SIGNS, FOR MORE. THE MAIN PRIORITIES IDENTIFIED BY THE COMMUNITY IN 2017/2018 WERE SIMILAR TO 2012 AND INCLUDED: GOOD QUALITY JOBS ARE ACCESSIBLE TO ALL, QUALITY EDUCATION FOR CHILDREN AND ADULTS, ATTRACTING AND RETAINING YOUNG ADULTS AND FAMILIES, SUPPORT FOR LOCAL ENTREPRENEURS AND BUSINESS OWNERS, AND HAVING A HIGHLY TRAINED AND COMPETITIVE WORKFORCE. IN 2018 THE SURVEY RESULTS WERE DISCUSSED WITH MORE THAN 30 COMMUNITY PARTNERS AND WITH THE BROADER COMMUNITY AT A PUBLIC FORUM, AND THE RESULTS ARE ALSO LOCATED ON INCOURAGE'S WEBSITE. THESE PRIORITIES CONTINUE TO INFORM INCOURAGE'S STRATEGY AND INCOURAGE IS COMMITTED TO HELPING THE COMMUNITY COORDINATE EFFORTS FOCUSED ON COMMUNITY PRIORITIES AND A SHARED VISION FOR THE FUTURE. ALSO SEE INCOURAGECF.ORG/LEAD/COMMUNITY-INFORMATION, AND /COMMUNITY-SURVEY-2017 FOR MORE. SOME ADDITIONAL PROGRAMS LED OR INSPIRED BY INCOURAGE INCLUDE ADAPTIVE LEADERSHIP PROGRAMS, TEEN LEADERSHIP PROGRAMS, EDUCATIONAL WORKSHOPS, AND TRAINING OPPORTUNITIES (ORGANIZATIONAL, LEADERSHIP AND PROGRAM DEVELOPMENT; COLLABORATION AND COMMUNITY ENGAGEMENT; EVALUATION EFFECTIVENESS, ETC.), PUBLIC SPEAKERS, PROMOTING CIVILITY, PROMOTING CIVIC ENGAGEMENT, AND MORE.A CIVILITY PROJECT OF INCOURAGE, SPEAK YOUR PEACE, EXPERIENCED A RESURGENCE IN REQUESTS FOR PRESENTATIONS STARTING IN 2021. INCOURAGE ORIGINALLY ADOPTED THE NINE TOOLS OF CIVILITY AT THE CENTER OF THE INITIATIVE IN 2008, FROM A PROGRAM AT THE DULUTH-SUPERIOR AREA COMMUNITY FOUNDATION. THIS RESIDENT-LED CAMPAIGN SEEKS TO IMPROVE COMMUNICATION BY REMINDING OURSELVES OF THE BASIC PRINCIPLES OF RESPECT. IT IS NOT A CAMPAIGN TO END DISAGREEMENTS. PRACTICING CIVILITY IS HOW YOU GET GOOD, AND HOW A COMMUNITY GETS GREAT. THE NINE TOOLS INCLUDE: 1-PAY ATTENTION, 2-LISTEN, 3-BE INCLUSIVE, 4-DON'T GOSSIP, 5-SHOW RESPECT, 6-SEEK COMMON GROUND, 7-REPAIR DAMAGED RELATIONSHIPS, 8-USE CONSTRUCTIVE LANGUAGE, AND 9-TAKE RESPONSIBILITY. INCOURAGE IS WORKING ON WAYS TO HAVE MORE PRESENTATION OPPORTUNITIES AVAILABLE FOR PRACTICING HAVING DIFFICULT CONVERSATIONS WITH CIVILITY, KINDNESS, AND RESPECT. ALSO SEE INCOURAGECF.ORG/LEAD/ADAPTIVE-LEADERSHIP & SPEAK-YOUR-PEACE, OR SPEAKYOURPEACESWC.ORG FOR MORE.INCOURAGE IS COMMITTED TO LEARN, REFLECT, AND ACT ON WHAT IT MEANS TO BE AN AUTHENTICALLY USER-CENTERED, VALUES-LED, PLACE-BASED PHILANTHROPIC ORGANIZATION THAT RECOGNIZES THAT TANGIBLE CHANGES WITHIN THE COMMUNITY CULTURE AND ITS SUPPORTING SYSTEMS TAKE PERSISTENCE, PATIENCE, AND TIME; BECAUSE IT BELIEVES THAT WHEN IT KNOWS BETTER, IT CAN DO BETTER. 1329419 1 1 0 1 0 1 0 0 0 0 1 0 1 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 8 0 7 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 X 4 4 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X X DAWN NEUMAN 7154233863 478 E GRAND AVE SUITE 200 WISCONSIN RAPIDS WI 54494 KRISTOPHER GASCH DIRECTOR/CHAIR 2.00 2.00 X X 0 0 0 DALE BIKOWSKI DIRECTOR/TREASURER 1.00 1.00 X X 0 0 0 DONNA ANDERSON DIRECTOR/SECRETARY 1.00 X X 0 0 0 KRISTIE RAUTER-EGGE DIRECTOR 1.00 1.00 X 0 0 0 BETSY WOOD MANAGING DIRECTOR 31.00 1.00 X 64445 0 13701 DAWN NEUMAN CHIEF FINANCIAL OFFICER 30.00 2.00 X 42267 0 21570 106712 0 35271 0 0 0 0 0 191922 467171 26955 659093 PROGRAM AND FACILITATION SERVICES 900099 275 275 275 633593 2946 630647 7146953 6367588 779365 779365 46 779319 225 225 225 2072551 275 2992 1410191 1003834 1003834 2500 2500 136818 97321 26718 12779 61678 54466 4481 2731 1744 1591 90 63 2192 1795 242 155 13952 10769 2119 1064 2926 2768 79 79 16200 16200 118508 118508 80306 78939 912 455 347 267 54 26 9337 5348 1436 2553 40072 30804 6232 3036 10210 8960 834 416 810 658 92 60 7234 5564 1114 556 5587 1578 3851 158 FUND PROGRAM ACTIVITIES 20611 20611 DUES,SUBSCRIPTIONS,BOOK 2349 1270 1025 54 UNRELATED BUSINESS TAX 860 860 COMMUNICATIONS/SPONSORS 376 376 1538451 1329419 184847 24185 145836 70941 2029713 2071334 11368 19970 289 281 16053 32469 450681 425984 31933 24697 23133049 26447246 170046 233182 3010404 3057117 5014 5014 209548 215615 28763253 32177866 13801 11880 82923 97344 191922 0 1352888 1527022 1641534 1636246 X 26855407 30256154 266312 285466 27121719 30541620 28763253 32177866 X 534100 2859589 26212 X X 0 1 X 1 0 X 754943 324649 512504 383548 660093 2635737 754943 324649 512504 383548 660093 2635737 498421 2137316 472896 376968 549709 556959 633593 2590125 5225862 4464 0.40900 0.40030 X SCH A, PART II, LINE 1 INCOURAGE COMMUNITY FOUNDATION RECEIVES AND HOLDS FUNDS FOR OTHER ORGANIZATIONS. THESE ARE CHARACTERIZED AS CONTRIBUTIONS ON SCHEDULE A, BUT NOT ON FORM 990, PART VIII, LINE 1 AS REVENUE OR NET ASSETS ON FORM 990 PART X. UNUSUAL GRANT RECEIVED IN 2021 AND EXCLUDED FROM LINE 1 IN 2021 IS $3,222,009. UNUSUAL GRANT RECEIVED IN 2022 AND EXCLUDED FROM LINE 1 IN 2022 IS $35,406. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 1537590 1537590 226880 56720 0 0 215226 223173 216116 226880 881395 1322093 15400 15625 31025 53807 55793 54029 56720 220349 330524 32 23 73290 130144 105477 38000 1338957 1351936 1 1 450681 425984 24697 24697 LOANS TO COMMUNITY PROPERTY, INC. FOR TRIBUNE PROPERTY RECONSTRUCTION 2440070 C AFFORDABLE HOUSING & SMALL BUSINESS LOAN FUND 260233 C SMALL BUSINESS & MICROENTERPRISE REVOLVING LOAN FUNDS 356814 C 3057117 FUNDS HELD FOR OTHER AGENCIES 1507222 CHARITABLE GIFT ANNUITIES 19800 1527022 X 4843283 2859589 -47517 2812072 2031211 41340 41340 2072551 1455229 121298 121298 1333931 118508 86012 204520 1538451 PART X, LINE 2: THE ORGANIZATION IS REQUIRED TO ASSESS WHETHER IT IS MORE LIKELY THAN NOT THAT A TAX POSITION WILL BE SUSTAINED UPON EXAMINATION OF THE TECHNICAL MERITS OF THE POSITION, ASSUMING THE TAXING AUTHORITY HAS FULL KNOWLEDGE OF ALL INFORMATION. IF THE TAX POSITION DOES NOT MEET THE MORE-LIKELY-THAN-NOT-RECOGNITION THRESHOLD, THE BENEFIT OF THAT POSITION IS NOT RECOGNIZED IN THE FINANCIAL STATEMENTS. THE ORGANIZATION HAS DETERMINED THERE ARE NO AMOUNTS TO RECORD AS ASSETS OR LIABILITIES RELATED TO UNCERTAIN TAX POSITIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: REVENUE RELATED TO SUPPORTING ORGANIZATION 70,991. INVESTMENT MANAGEMENT FEES NETTED AGAINST REALIZED & UNREALIZED GAIN (LOSS) -118,508. PART XI, LINE 4B - OTHER ADJUSTMENTS: INTEREST INCOME FROM SUPPORTING ORGANIZATION 41,340. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES RELATED TO SUPPORTING ORGANIZATION 121,298. PART XII, LINE 4B - OTHER ADJUSTMENTS: RENT PAID TO SUPPORTING ORGANIZATION 4,800. GRANT PAID TO SUPPORTING ORGANIZATION 55,000. PREVIOUS YEARS GRANT EXPENSE CANCELLATIONS AND/OR REFUNDS 26,212. PART XI AND XII, LINE 1 THE AUDITED FINANCIAL STATEMENTS ARE CONSOLIDATED, AND ALL SUPPORTING ORGANIZATION REVENUE AND EXPENSES MUST BE ELIMINATED IN ORDER TO RECONCILE TO THE TAX RETURN. 1 AGING AND DISABILITY RESOURCE CENTER OF CENTRAL WISCONSIN 220 3RD AVE S SUITE 1 WISCONSIN RAPIDS WI 54495 396005763 501(C)(3) 25525 0 GENERAL & PROGRAM RELATED SUPPORT ASPIRUS RIVERVIEW FOUNDATION INC PO BOX 8080 WISCONSIN RAPIDS WI 544958080 391509239 501(C)(3) 7588 0 GENERAL & PROGRAM RELATED SUPPORT ASSUMPTION CATHOLIC SCHOOLS 445 CHESTNUT ST WISCONSIN RAPIDS WI 54494 391951797 501(C)(3) 66955 0 GENERAL & PROGRAM RELATED SUPPORT ASSUMPTION FOUNDATION INC PO BOX 1041 WISCONSIN RAPIDS WI 544951041 396124767 501(C)(3) 13472 0 GENERAL & PROGRAM RELATED SUPPORT BOY SCOUTS OF AMERICA SAMOSET COUNCIL INC 3511 CAMP PHILLIPS ROAD WESTON WI 54476 390813397 501(C)(3) 13598 0 GENERAL & PROGRAM RELATED SUPPORT BOYS AND GIRLS CLUB OF THE WISCONSIN RAPIDS AREA INC PO BOX 1175 501 W GRAND AVE WISCONSIN RAPIDS WI 544951175 391745942 501(C)(3) 102705 0 GENERAL & PROGRAM RELATED SUPPORT CENTRAL WISCONSIN CULTURAL CENTER INC 2651 8TH ST S WISCONSIN RAPIDS WI 54494 391869751 501(C)(3) 10359 0 GENERAL & PROGRAM RELATED SUPPORT COMMUNITY PROPERTY INC 478 E GRAND AVE SUITE 200 WISCONSIN RAPIDS WI 54494 260425048 501(C)(3) 55000 0 GENERAL & PROGRAM RELATED SUPPORT FEEDING OUR COMMUNITIES WITH UNITED SERVICES INC (FOCUS) 2321 WEST GRAND AVE WISCONSIN RAPIDS WI 54494 475327773 501(C)(3) 11226 0 GENERAL & PROGRAM RELATED SUPPORT GIRL SCOUTS OF THE NORTHWESTERN GREAT LAKES INC 3511 CAMP PHILLIPS ROAD SCHOFILED WI 54476 391016314 501(C)(3) 5492 0 GENERAL & PROGRAM RELATED SUPPORT INTERNATIONAL SCHOLARSHIP AND TUITION SERVICES 1321 MURFREESBORO PIKE SUITE 800 NASHVILLE TN 372172698 621247492 194000 0 THIRD PARTY SCHOLARSHIP ADMINISTRATOR FOR SUPPORTING SELECTION, AWARDING AND FINAL PAYMENT OF 172 SCHOLARSHIP AWARDS TO 101 RECIPIENTS LINCOLN HIGH SCHOOL 1801 16TH ST S WISCONSIN RAPIDS WI 54494 396005282 501(C)(3) 5600 0 GENERAL & PROGRAM RELATED SUPPORT MARY'S PLACE OF CENTRAL WISCONSIN 300 N CENTRAL AVE MARSHFIELD WI 54449 203398037 501(C)(3) 7678 0 GENERAL & PROGRAM RELATED SUPPORT OPPORTUNITY DEVELOPMENT CENTERS INC 1191 HUNTINGTON AVE WISCONSIN RAPIDS WI 54494 391044318 501(C)(3) 67642 0 GENERAL & PROGRAM RELATED SUPPORT PARK PLACE ADULT DAY SERVICES INC 220 3RD AVE S SUITE 2 WISCONSIN RAPIDS WI 54495 391533745 501(C)(3) 22618 0 GENERAL & PROGRAM RELATED SUPPORT ST LUKE'S LUTHERAN CHURCH 2011 TENTH ST S WISCONSIN RAPIDS WI 54494 396030914 501(C)(3) 6000 0 GENERAL & PROGRAM RELATED SUPPORT UNITED WAY OF SOUTH WOOD & ADAMS COUNTIES INC 351 OAK ST WISCONSIN RAPIDS WI 54494 391212595 501(C)(3) 6692 0 GENERAL & PROGRAM RELATED SUPPORT WISCONSIN HISTORICAL FOUNDATION INC 816 STATE ST PO BOX 260050 MADISON WI 537260050 390921093 501(C)(3) 123023 0 GENERAL & PROGRAM RELATED SUPPORT WISCONSIN RAPIDS AREA SENIOR CENTER ASSOCIATION INC 220 3RD AVE S SUITE 126 WISCONSIN RAPIDS WI 54495 391408099 501(C)(3) 28501 0 GENERAL & PROGRAM RELATED SUPPORT WISCONSIN RAPIDS FAMILY CENTER INC 500 25TH ST N WISCONSIN RAPIDS WI 54494 391451595 501(C)(3) 25690 0 GENERAL & PROGRAM RELATED SUPPORT WISCONSIN RAPIDS PUBLIC SCHOOLS 510 PEACH ST WISCONSIN RAPIDS WI 54494 396005282 501(C)(3) 30450 0 GENERAL & PROGRAM RELATED SUPPORT ST VINCENT DE PAUL CHURCH 820 13TH ST S WISCONSIN RAPIDS WI 54494 501(C)(3) 62219 0 GENERAL & PROGRAM RELATED SUPPORT 21 1 EDUCATIONAL SCHOLARSHIPS FOR PERSONS GENERALLY RESIDING IN SOUTH WOOD COUNTY, WI AREA 3 2500 PART I, LINE 2: FOR SCHOLARSHIPS, QUALIFYING RECIPIENTS ARE EVALUATED BASED ON ESTABLISHED SCHOLARSHIP CRITERIA AND OTHER RELEVANT FACTORS, AND AWARDS ARE RECOMMENDED BY A THIRD PARTY SCHOLARSHIP ADMINISTRATOR. CRITERIA AND ELIGIBILITY ARE CONFIRMED BY INCOURAGE STAFF, ARE APPROVED BY THE BOARD OF DIRECTORS, AND ARE PAYABLE DIRECTLY TO A THIRD PARTY ADMINISTRATOR WHO THEN PAYS THE SCHOLARSHIP DIRECTLY TO THE EDUCATIONAL INSTITUTION. FOR DONOR ADVISED GRANTS, A BOARD APPROVED SET OF INTERNAL GUIDELINES FOR DONOR ADVISED GRANTS IS ADHERED TO INCLUDING, BUT NOT LIMITED TO, RECEIVING SUGGESTIONS FROM THE DONOR, CONFIRMING TAX EXEMPT STATUS, REVIEWING FORM 990'S WHEN AVAILABLE, SEEKING BOARD APPROVAL PRIOR TO AWARDING GRANTS OVER $25,000, AND RECEIVING ACKNOWLEDGEMENTS FROM THE GRANTEE WITH RESPECT TO THE USE OF THE GRANT WHERE APPLICABLE. FOR CERTAIN DESIGNATED AND UNRESTRICTED FUNDS, A SIMILAR PROCESS IS PERFORMED BY A COMMITTEE OF STAFF MEMBERS. FOR UNRESTRICTED GRANTS CALLED "WHAT IF" GRANTS, A RESIDENT REVIEW COMMITTEE, COMPRISED OF THREE RESIDENTS IN 2023, HOLDS MEETINGS AND ROTATES PARTICIPATION FOR GRANT REVIEWS ON AN AS NEEDED BASIS. FOR EACH OF SEVEN COMMUNITIES THAT HAVE A WHAT IF/PROGRESS FUND DESIGNATED TOWARD THEIR COMMUNITY, THERE IS A RESIDENT REVIEW COMMITTEE, WHICH COLLECTIVELY INVOLVED 29 RESIDENTS IN 2023. INCOURAGE STAFF PROVIDE ADMINISTRATIVE SUPPORT TO FOSTER THE DECISION MAKING, REVIEW AND APPROVAL PROCESS BY PERFORMING NECESSARY DUE DILIGENCE, INCLUDING REVIEWING FORM 990'S, SUPPORTING AND GUIDING SITE VISITS, AND DETERMINING THE DEPTH AND FREQUENCY OF REPORTING FROM A GRANT RECIPIENT WITH RESPECT TO THE GRANT, IN ACCORDANCE WITH BOARD APPROVED CRITERIA AND GUIDELINES. X 3 26955 FMV 0 0 1 1 PART I, COLUMN (B): REFLECTS THE NUMBER OF CONTRIBUTIONS OF DIFFERING TYPES OF SECURITIES, NOT THE NUMBER OF SHARES. PART I, LINE 32B: IN CERTAIN INSTANCES, SUCH AS CONTRIBUTIONS OF REAL ESTATE, INCOURAGE COMMUNITY FOUNDATION, INC. UTILIZES ITS SUPPORTING ORGANIZATION, COMMUNITY PROPERTY, INC., AS A VEHICLE TO ACCEPT, HOLD, MANAGE AND/OR LIQUIDATE SUCH ASSETS. CONTRIBUTIONS OF SECURITIES WOULD GENERALLY BE LIQUIDATED THROUGH US BANK. FORM 990, PART VI, SECTION B, LINE 11B UPON COMPLETION OF FORM 990 BY A THIRD PARTY ACCOUNTING FIRM (ACCOMPLISHED WITH SIGNIFICANT INPUT FROM A VARIETY OF STAFF MEMBERS) THE CHIEF FINANCIAL OFFICER SHARES THE FINAL FORM 990 DRAFT WITH EACH BOARD MEMBER AND CERTAIN STAFF MEMBERS PRIOR TO FILING, SEEKING THEIR REVIEW AND COMMENTS ON THE DRAFT. ANY COMMENTS RECEIVED ARE REVIEWED FOR WHETHER AN ADJUSTMENT NEEDS TO BE MADE TO THE FILING. AFTER ALL COMMENTS ARE CLEARED, THE FINAL FORM 990 IS POSTED FOR ALL BOARD MEMBERS AND CERTAIN STAFF MEMBERS, NOTING ANY SIGNIFICANT ADJUSTMENTS MADE AS A RESULT OF THEIR REVIEW, AND THE FINAL FORM 990 IS SUBMITTED TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST DISCLOSURE FORMS ARE COMPLETED BY THE BOARD OF DIRECTORS, STAFF, AND MOST COMMITTEES. WHEN POTENTIAL CONFLICTS OF INTEREST ARISE, THE CONFLICTED PERSON IS ALLOWED AN INITIAL OPPORTUNITY FOR INPUT TO THE DISCUSSION WITH FINAL DISCUSSIONS AND VOTING, IF ANY, DONE WITHOUT THEIR INPUT. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS REVIEW CEO/MANAGING DIRECTOR PAY ANNUALLY TAKING COMPARATIVE PAY DATA INTO CONSIDERATION, INCLUDING REGIONAL AND NATIONAL FOUNDATIONS AS WELL AS COMMUNITY DEVELOPMENT ORGANIZATIONS AND DATA ON PEERS WITH WHOM OUR CEO/MANAGING DIRECTOR IS MOST COMPARABLE, AS NEEDED. THE CEO/MANAGING DIRECTOR RECOMMENDS STAFF PAY AND THE BOARD OF DIRECTORS REVIEWS STAFF POSITIONS AND OVERALL PAY THROUGH THE FORECASTING PROCESS, TAKING COMPARATIVE PAY DATA INTO CONSIDERATION WHERE AVAILABLE AND APPROPRIATE. FORM 990, PART VI, SECTION C, LINE 18 THE MOST RECENT FORMS 990 AND 990-T ARE AVAILABLE ON INCOURAGE'S WEBSITE AT INCOURAGECF.ORG/ABOUT-US/FINANCIALS. FORM 1023 AND THE TWO PRIOR YEARS FORMS 990 AND 990-T ARE AVAILABLE UPON WRITTEN REQUEST AT INCOURAGE COMMUNITY FOUNDATION, INC. ATTENTION: FINANCE, 478 EAST GRAND AVENUE, SUITE 200, WISCONSIN RAPIDS, WI 54494, OR BY EMAIL REQUEST TO HELLO@INCOURAGECF.ORG TO THE ATTENTION OF FINANCE. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE UPON WRITTEN REQUEST AT INCOURAGE COMMUNITY FOUNDATION, INC. ATTENTION: FINANCE, 478 EAST GRAND AVENUE, SUITE 200, WISCONSIN RAPIDS, WI 54494, OR BY EMAIL REQUEST TO HELLO@INCOURAGECF.ORG TO THE ATTENTION OF FINANCE. THE MOST RECENT AUDITED CONSOLIDATED FINANCIAL STATEMENT IS AVAILABLE ON INCOURAGE'S WEBSITE AT INCOURAGECF.ORG/ABOUT-US/FINANCIALS. FORM 990, PART XI, LINE 9: PREVIOUS YEARS GRANT CANCELLATIONS AND/OR REFUNDS 26,212. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. THE FULL INCOURAGE BOARD FULFILLS THESE RESPONSIBILITIES. FORM 990, PART I, LINE 5 INCOURAGE HAD 7 EMPLOYEES AT 12-31-2023, ALL OF WHOM WERE PART-TIME. BEGINNING 1-1-2020, ALL INCOURAGE EMPLOYEES ARE CO-EMPLOYED BY INCOURAGE AND TANDEM HR (FORMERLY KNOWN AS QTI HUMAN RESOURCES, INC.), A PROFESSIONAL EMPLOYER ORGANIZATION (PEO). COMMUNITY PROPERTY INC 478 EAST GRAND AVENUE SUITE 200 WISCONSIN RAPIDS WI 544944852 260425048 SUPPORTING ORGANIZATION WI 501(C)(3) LINE 12B, II INCOURAGE COMMUNITY FOUNDATION INC 1 1 1 0 1 0 0 0 0 0 0 1 1 0 1 1 0 1 0 0 COMMUNITY PROPERTY INC A 41340 CURRENT YEAR ACCRUED INTEREST COMMUNITY PROPERTY INC D 2107000 FACE VALUE OF PROMISSORY NOTES COMMUNITY PROPERTY INC D 222592 CURRENT AMOUNT OF LOAN GUARANTEE COMMUNITY PROPERTY INC D 333070 TOTAL ACCRUED INTEREST PROM NOTES COMMUNITY PROPERTY INC B 55000 GRANT AMOUNT PAID